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Aug 02, 2025
Samsara Q2 2026 Earnings Report
Samsara reported strong top-line growth and improved operational efficiency in Q2 FY2026.
Key Takeaways
Samsara delivered solid Q2 results with 30% year-over-year revenue growth, reduced net loss, and improved operating margins, reflecting increased demand for its Connected Operations Platform.
Revenue grew to $391,500,000 in Q2 FY2026, up from $300,200,000 the previous year.
ARR reached $1.64 billion, marking a 30% year-over-year increase.
The company reduced its GAAP net loss to $16,800,000 from $49,610,000 a year ago.
Non-GAAP operating income increased to $59,700,000, up from $17,600,000.
Forward Guidance
Samsara expects continued revenue growth and steady operating margins in Q3 and Q4 of FY2026.
Positive Outlook
- Q3 FY2026 revenue expected between $398M–$400M
- Q4 FY2026 revenue forecasted at $418M–$420M
- FY2026 revenue guidance raised to $1.574B–$1.578B
- Non-GAAP operating margin guided at 15% for Q3 and FY
- Non-GAAP EPS forecasted between $0.45–$0.47 for FY2026
Challenges Ahead
- Year-over-year revenue growth decelerating in Q4 (21%)
- Foreign currency impact remains a consideration for future quarters
- Guidance includes no material upside from new large enterprise contracts
- Stock-based compensation remains high ($86.3M this quarter)
- Free cash flow growth moderating compared to top-line expansion
Historical Earnings Impact
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Avg. Return Before/After Earnings
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